Private Billing

The private billing feature of ClinicAid is perfect to create private invoices for services not covered by your provincial health program. These guides will walk you through the setup and billing process for such invoices.

Private Billing in ClinicAid (1/4) - Private Billing Admin
These steps will allow you to setup private billing:  a. Access the Private Billing Admin section by going to the Admin section of your menu, then clic...
Wed, 16 Mar, 2022 at 11:54 AM
Private Billing in ClinicAid (2/4) - Setting up a private service code group
Creating a private 'Service Codes' group will allow you to easily find your private codes when creating invoices.  To create a group, go to Prefe...
Wed, 16 Mar, 2022 at 11:56 AM
Private Billing in ClinicAid (3/4) - Creating a Private Invoice
  a. Select "Private" as an 'Invoice Type' in the top right of the 'Create Invoice' screen (yellow highlighted area) ...
Wed, 16 Mar, 2022 at 1:33 PM
Private Billing in ClinicAid (4/4) - Tracking Payments & Printing
You can easily track payments made while viewing the invoice. Simply click on green "Add Payment" button at the top.   Enter the payment ...
Wed, 16 Mar, 2022 at 1:43 PM
How to categorize Private Payers
You can now group your private payers into customized groups, such as "Insurance", "Lawyers", etc. and filter accordingly in your manage...
Wed, 16 Mar, 2022 at 12:06 PM
How to filter your Manage Invoices with Private Payer Categories
If you have set up Private Payer Categories, you can filter by category on the Manage Invoices page by clicking the blue "more filters" hyperlink ...
Wed, 16 Mar, 2022 at 2:28 PM